Win the work · Sales Operations
One pipeline everyone reads the same way. And a forecast you can trust.
Your forecast lives in a spreadsheet that is out of date the moment it is sent. RevPhos keeps the pipeline live from your CRM and ERP, shows coverage against target every day, and scores every forecast against what actually closed.
From spreadsheets and chasing to one live view.
Before
- A forecast spreadsheet rebuilt every Friday
- Coverage against target worked out by hand
- Every rep's number trusted equally, right or wrong
- Stalled deals found at quarter end
With RevPhos
- One live pipeline with weighted forecast and win rates by rep
- Coverage against target, visible every day
- Forecast accuracy measured per person, so judgement improves
- Prospecting and quick quotes in the same place
Where it earns its keep
Three moments that matter.
Monday pipeline review
Everyone is looking at the same numbers, so the meeting is about the deals, not the spreadsheet.
Beat the AI
Each rep's forecast is scored against a predictive model. Over time you learn whose number to trust.
Before the board asks
Coverage against target is already on the screen, by rep and by month.
Don’t take our word for it. Click around.
The demo is a working company with today’s data. No sign-up and no sales call first.
Connects to your ERP
Your ERP records what happened. RevPhos is where it happens.
Your ERP stays the system of record. RevPhos reads it every night, with no re-keying and no month-end wait. Live in weeks, not a BI project.
How the connection works →- AcumaticaProven in production
- Sage, MYOB and other ERPsAsk us about yours
- CRM and spreadsheetsBrought into the same view
RevPhos remembers
Trend it over time.
Your CRM only knows today's pipeline. RevPhos saves a copy every week, so you can see what moved, what slipped, what stalled and what is new since last week, and how each rep's forecast compared with what closed.
Why history changes the conversation →Across the silos
Sales Operations doesn't stop at one team.
It reads the same live data as the rest of RevPhos, so other teams see this work too.
Sales sees Stock and pricing
Quote with the stock in front of you.
Quick Quote puts price, stock on hand, stock on order and stock age on one screen. The seller quotes what can actually ship, and moves ageing stock while it still has value.
Executives sees Pipeline and the order book
See what is coming, and what is sold but not yet delivered.
The open pipeline sits beside the order book: deals still being won next to orders already won and waiting to ship. Together they show next quarter's revenue, and how much new business you still need.
Sales sees Purchasing
Promise a date you can keep.
Before quoting a lead time, the seller sees whether the supplier order is late. Purchasing sees which customer orders each late PO puts at risk, and chases those first.
Leaders sees Every past week
See the trend, not just today's total.
Your CRM and ERP only know the current state. RevPhos saves the pipeline every week and the order book every day, so you can see what changed, what slipped and which way you are heading.
Know where you are. Plot the path.
Thirty minutes on your numbers, and you'll see what RevPhos would show you.